Do you think estate planning is only for those with a rambling seaside estate home and numerous other large assets? Too often, individuals and families do not consider estate planning unless they are well-established financially, or a loved one becomes seriously ill. Susan B. Geffen is a West Los Angeles estate planning attorney who can help individuals in all income brackets and socioeconomic levels design a more secure future with effective estate planning.

Too many California residents don’t plan for the future. They avoid or ignore estate planning because they think they don’t own enough, they’re not old enough, they’re busy, they’re confused or they just don’t want to think about it.

  • What happens to the money in your checking and savings account when you die?
  • Who benefits from your life insurance policy?
  • Who receives your automobile, boat, camper or other vehicles?
  • What happens to your home?
  • Who cares for your children if something happens to you?
  • Are you sure?

Without a written, legally established plan in place and accessible to an attorney or your loved ones, all your assets and important concerns are left hanging with an uncertain future. When something unexpected happens, your family has to struggle to get what they deserve. Don’t place an undue burden on your loved ones. Preserve your wishes and assets with sound estate planning. Susan is glad to help with information, recommendations and legal assistance.

What is Estate Planning?

Estate planning is basically creating a wise and beneficial plan for the future that preserves your assets and protects them from excessive taxation, and ensures that your final wishes are carried out. Susan provides a wide array of estate planning services to help individuals plan for the future. The traditional aspects of estate planning and elder law include:

  • Wills and trusts
  • Medical assistance planning
  • Asset protection
  • Business succession planning
  • Probate of wills and administration of trusts
  • Health care and financial planning
  • Tax planning
  • Medi-Cal planning
  • Assistance with VA benefits

Besides creating a last will and testament to share your last wishes, creating an estate plan also involves different means for preserving and protecting your assets for your loved ones. This includes different measures to guard them from heavy taxation, providing ongoing income for you and your loved ones, guaranteeing the availability of assets when they are needed and establishing control over your assets. As an experienced West Los Angeles estate planning attorney, Susan will help you look at all aspects of your unique situation in creating a completely personalized estate plan.

What Happens if I Don’t Have an Estate Plan?

Failing to create an estate plan for yourself leaves your assets and your family’s future in the hands of strangers. The State of California handles your assets and other concerns if no legally established estate plan is in place. What does this mean for you and your family?

  • If you become mentally or physically incapacitated and cannot manage your own affairs, the state probate court will assign someone to handle your affairs, including all assets titled in your name, through a conservatorship or guardianship.
  • If you die without a legally established estate plan, your assets will be distributed according to the probate laws of California. This means that your spouse could receive only a fraction of your estate, which may not be enough to adequately provide for his or her needs. The court will also control any inheritance left for minor children, and can even appoint a guardian over them if no parent is alive.

Begin Your Estate Planning Now

Do you want strangers managing your affairs or raising your children? Contact Susan B. Geffen today at 310-406-0608, or use the online scheduling tool to arrange a confidential consultation. Susan is glad to help you plan for the future, regardless of the size of your estate or your current stage of life.

Trusts & Wills

Susan B. Geffen has helped hundreds of families with their estate planning. Is a Living Trust just for the wealthy? No. If you own a home, have children, wish to leave your assets to whomever you choose, then you should consider having a living trust prepared for you.

Learn More

Probate

Susan B. Geffen can help you with your probate matter, and provide you with the expert guidance throughout the process.

Learn More

Conservatorships

Many of Susan’s clients ask her about Conservatorships. It is a serious process and it takes a very knowledgeable and experience attorney to evaluate whether or not a conservatorship is realistic and/or necessary.

Learn More

Nursing Home Abuse

Susan B. Geffen has been looking out for the elderly for almost 3 decades as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

Learn More

Trust Litigation

Disputes often arise after an individual dies and their estate is being administered by the named trustee. This is especially so when when there are substantial amounts of money involved or when family conflict is present.

Learn More

Special Needs Trust Planning

If a disabled individual receives a lump sum inheritance, they will lose all of the public benefits that have supported them during their lifetime until such time that that inheritance is spent down to a qualifying amount, usually $2000.00.

Learn More
Medi-Cal Planning & Asset Protection Attorney

Medi-Cal Planning & Asset Protection | South Bay, Los Angeles

If you are concerned about Medi-Cal recovery, Susan has been successful in helping many elderly adults with the complicated and critical process of Medi-Cal Planning and Asset Protection.

Learn More
Medi-Cal Planning & Asset Protection Attorney

Medi-Cal Planning & Asset Protection Hermosa Beach

If you are concerned about Medi-Cal recovery, Susan has been successful in helping many elderly adults with the complicated and critical process of Medi-Cal Planning and Asset Protection.

Learn More
Medi-Cal Planning & Asset Protection Attorney

Medi-Cal Planning & Asset Protection Redondo Beach

If you are concerned about Medi-Cal recovery, Susan has been successful in helping many elderly adults with the complicated and critical process of Medi-Cal Planning and Asset Protection.

Learn More
Susan B. Geffen Law

Contact Susan

Call Susan today (310) 406-0608 or send her a message by filling out the form below.

    Testimonial

    My father found Susan's Elder Law advertisement and we called her office to schedule an appointment for consultation for a family trust. Her office asked for basic information to include the address of my parent's home. To my surprise, Susan came to my parent's home rather than have them make the trip to her Redondo office. My parents are 85 and 80 years old. Susan charged us a very reasonable rate, really worked hard to make this as quick and painless as possible and showed considerable patience - considering my parents' ages and health. In the end - everything went well and we were very pleased with Susan's friendliness, professionalism and thoroughness.
    Thank you!

    Bob